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Current Employers
Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-09-17
TX RA APPROVED 2021-09-17
  • IN RA
    APPROVED
    Since 2021-09-17
  • TX RA
    APPROVED
    Since 2021-09-17

Branch Locations

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

11350 N Meridian St #120, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Gravity Family Office Services, Llc Lakeway TX 09/2021 Present
Allman Johnson Company, Llc Dba Jayd Advisors Carmel IN 09/2010 Present
Previous Registrations
Other Businesses

Allman Johnson Company, LLC DBA Jayd as the managing member running the firm, providing client accounting, tax, and consulting services. Investment related. Dedicating 120 hours a month running the firm. Located at 11350 N. Meridian Street #120, Carmel, IN. 46032

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-13
S63 Uniform Securities Agent State Law Examination 1999-11-01
  • S65 Uniform Investment Adviser Law Examination
    2021-08-13
  • S63 Uniform Securities Agent State Law Examination
    1999-11-01
Other Names
  • Shelley Renae Hobson

View on SEC IAPD

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